The Weekly Catalyst
Global Chemical Update – Chain Reaction
- Global commodity chemical market trends are in favor of US producers. We think the potential window for cost relief is shortening for non-integrated specialty producers before a coming global commodity chemical mega-cycle.
- Global chemical market trends support the developments cited in our recent Sunday Thematic, The Ukraine Crisis Makes our Mega-Cycle View More Likely. Also, see our recent research, Separate Ways (Worlds Apart) – US Petrochemical Makers Profit from Global Woes, Mega-Cycle Ahead.
- Other global commodity trends flagged in this report comprise monomer, polymer, and feedstock indicators relevant to gauging sector profitability.
See PDF below for all charts, tables, and diagrams